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12 Tax-Saving Moves for Client Portfolios: Advisors' Advice
Slideshow February 24, 2023 at 01:51 PM
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Related: The Biggest Financial Planning Mistakes Clients Make: Advisors' Advice
Taxes may not be the most important consideration in portfolio planning, but prioritizing tax efficiency can mean a literal fortune for clients. Improving after-tax returns by 0.5% a year could result in a 50% difference in accumulated wealth after 30 years of retirement distributions, depending on certain factors, a Morgan Stanley report last year suggested. We recently asked advisors to tell us about their success in adjusting clients' portfolios to make them more tax-efficient in the long term. See the gallery for insights into the ways 12 financial advisors have helped their clients save money through more tax-efficient portfolios. Some responses have been lightly edited. (Image: Shutterstock)NOT FOR REPRINT
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